Latest News from WSR

WSR Names Susan Theder Woman CXO of the Year

FMG Suite’s Chief Marketing & Experience Officer on Dedicating Management Resources to Deliver an Exceptional Client Experience

By Julius Buchanan

/ 30 Mar 2022

WSR Names Susan Theder Woman CXO of the Year

CogniCor CEO: Intersection of Wealthtech and Academia

Top Women Leaders in Wealth Management Winner Dr. Sindhu Joseph Tells Her Story of Bringing AI to Fintech and Explains the Strength of Academic Leadership in Wealth Management

By Julius Buchanan

/ 30 Mar 2022

CogniCor CEO: Intersection of Wealthtech and Academia

Pathfinder Awards: Top Women COOs, General Counsel and Chief Experience Officer

A Strong Platform for Women’s Voices in the Wealth Management Industry, Retirement Plan Provider Strategizes for Rapid Growth of Wealth Management Business

By Larry Roth

/ 30 Mar 2022

Pathfinder Awards: Top Women COOs, General Counsel and Chief Experience Officer

Berkshire’s Bomy Hagopian on Women in M&A

Bomy Hagopian of Berkshire on Post-Pandemic Hybrid Work Model and Its Potential Positive Impact on Career Development and Retention for Women in M&A

By Janeesa Hollingshead

/ 30 Mar 2022

Berkshire’s Bomy Hagopian on Women in M&A

Post-Pandemic Marketing and Communications for Industry Events

FSI’s Director, Marketing & Communications Describes How to Leverage Technology as Events Take on Virtual Dimension

By Janeesa Hollingshead

/ 29 Mar 2022

Post-Pandemic Marketing and Communications for Industry Events

SageView’s Head of Wealth Management Aims at Growth

SageView’s Appointment of Jim Dario Signals Emphasis on Growth of Wealth Management Business Organically and by Acquisitions

By Michael Madden

/ 29 Mar 2022

SageView’s Head of Wealth Management Aims at Growth

WSR Pathfinder Awards – Top Women COOs in Wealth Management

WSR Awards Industry Veteran COOs Emily Wilcox, Carly Maher and Tarah Williams with WSR Pathfinder Awards

By Janeesa Hollingshead

/ 29 Mar 2022

WSR Pathfinder Awards – Top Women COOs in Wealth Management

Guardian's Carly Maher: Strategy, People Management and Engagement

Park Avenue Securities’ Carly Maher On How to Think Differently About Client Needs, and How Men Can Better Support Women’s Professional Advancement

By Janeesa Hollingshead

/ 29 Mar 2022

Guardian's Carly Maher: Strategy, People Management and Engagement

AssetMark CEO Advises Aspiring Women CEOs

Natalie Wolfsen Counsels Aspiring CEOs to Listen, Be Flexible, Take on New Challenges, Industry to Create Welcoming Environment and Monitor Progress

By Julius Buchanan

/ 29 Mar 2022

AssetMark CEO Advises Aspiring Women CEOs

ComplySci’s Kadomatsu on Balancing Dealmaking With Leadership

Amy Kadomatsu of ComplySci Shares How to Execute Acquisitions While Leading a Firm as CEO

By Janeesa Hollingshead

/ 29 Mar 2022

ComplySci’s Kadomatsu on Balancing Dealmaking With Leadership

Practifi COO: Fintech COOs in Constant State of Evolution

WSR Pathfinder Award Winner Emily Wilcox Says Fintech COO Role Shifting Towards Front and Middle Office Revenue Generation

By Janeesa Hollingshead

/ 29 Mar 2022

Practifi COO: Fintech COOs in Constant State of Evolution

Prospera COO: Mentoring Is Critical to Women’s Career Advancement

Top Women COOs in Wealth Management Winner Tarah Williams on Best Practices in Mentoring Women for Leadership Roles

By Michael Madden

/ 28 Mar 2022

Prospera COO: Mentoring Is Critical to Women’s Career Advancement

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